Can a 529 Be Rolled Into a Roth IRA?
Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.
The Benefits of Working With a Flat Fee Financial Advisor
If you are interested in getting help with financial planning and investment management and you want to keep costs under control while avoiding conflicts of interest, consider working with a flat fee financial advisor. It can be a great way to level up your money.
Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss
Tax season can be a stressful time for many individuals, but it doesn't have to be. By understanding the essential tax documents you can't afford to miss, you can simplify the process and save yourself unnecessary stress.
Navigating Tax Debt – What to Do When You Can't Pay the IRS
It can be stressful when you find yourself unable to pay the IRS. It's a situation no one wants to be in, but it's important to know that there are steps you can take to address the issue and find a solution.
New Reporting Requirement for Small Businesses: Understanding Beneficial Ownership Information (BOI)
Starting January 1st, 2024, a crucial new requirement for LLCs and most small businesses involves reporting Beneficial Ownership Information (BOI) to FinCEN. Ignoring this requirement could lead to severe consequences, including substantial fines and imprisonment.
My Three Words for 2024: Setting Intentions for the New Year
At the beginning of each year, I choose three words to set the direction for the year. Here are my three words for 2024 and insights to help you use this exercise to find success and fulfillment in your own life.
Important Numbers for 2024
Here is a brief summary of some of the changes for 2024 followed by a more in-depth downloadable PDF at the end.
How to Set Up a Household Budget – A Template for Categories and Groups
When you're setting up your budget for the first time, it can often be intimidating to stare at a "blank sheet of paper" trying to come up with your budget categories. So I'm sharing the budget template I use with my clients to help them get started.
Estate Planning – Choosing Between a Will and a Trust for Peace of Mind
When it comes to securing your legacy and ensuring your loved ones are taken care of, estate planning is the cornerstone of peace of mind. As you navigate this process, one of the primary decisions you'll face is choosing between a will and a trust (or possibly both).